Purchases and Sales Made in Q1 2024 in Schwab Strategic Tr Us Small C (SCHA)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Small C (SCHA) during Q1 2024. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US SMALL-C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.56KNew |
$69.8K - $76.6K
|
1.56K
$40.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.55K+ 42.37% |
$69.5K - $76.3K
|
5.21K
$136K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.52KNew |
$68.3K - $75K
|
1.52K
$39.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.52K+ 7.39% |
$68.2K - $74.9K
|
22.1K
$580K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.51K+ 3.1% |
$67.5K - $74.2K
|
50.1K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.47K+ 15.49% |
$66K - $72.5K
|
11K
$288K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.47K+ 22.26% |
$66K - $72.4K
|
8.08K
$212K
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.45K+ 1.5% |
$65.2K - $71.6K
|
98.6K
$2.58M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
1.43K+ 21.5% |
$63.9K - $70.2K
|
8.05K
$211K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.41K+ 3.11% |
$63.1K - $69.3K
|
46.7K
$1.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.4K+ 10.13% |
$63K - $69.1K
|
15.3K
$400K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.4K+ 2.65% |
$62.6K - $68.7K
|
54K
$1.41M
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.39K+ 31.23% |
$62.2K - $68.3K
|
5.83K
$153K
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.34K+ 3.48% |
$60K - $65.9K
|
39.8K
$1.04M
|
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
BUY
|
- |
1.34K+ 8.47% |
$59.9K - $65.8K
|
17.1K
$448K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.23K+ 10.25% |
$55.1K - $60.5K
|
13.2K
$347K
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
1.22K+ 1.88% |
$54.9K - $60.3K
|
66.4K
$1.74M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.21K+ 0.96% |
$54.3K - $59.6K
|
127K
$3.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1.2K+ 2181.82% |
$53.8K - $59.1K
|
1.26K
$32.9K
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
1.19K+ 2.53% |
$53.1K - $58.3K
|
47.9K
$1.26M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.18K+ 20.8% |
$53K - $58.2K
|
6.87K
$180K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1.18K+ 1.43% |
$53K - $58.2K
|
83.6K
$2.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.18K+ 21.11% |
$53K - $58.2K
|
6.78K
$178K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.15K+ 4.85% |
$51.7K - $56.8K
|
25K
$654K
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.15K+ 1.04% |
$51.5K - $56.6K
|
112K
$2.94M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.14K+ 2.12% |
$51.1K - $56.1K
|
54.9K
$1.44M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.14KNew |
$50.9K - $55.9K
|
1.14K
$29.8K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.13K+ 2.02% |
$50.8K - $55.8K
|
57.2K
$1.5M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.12K+ 50.45% |
$50.2K - $55.1K
|
3.34K
$87.5K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1.11K+ 4.92% |
$49.7K - $54.6K
|
23.6K
$620K
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
1.1K+ 6.0% |
$49.3K - $54.2K
|
19.4K
$509K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.1KNew |
$49.2K - $54.1K
|
1.1K
$28.8K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.09K+ 6.21% |
$49.1K - $53.9K
|
18.7K
$490K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.01K+ 1.1% |
$45.4K - $49.8K
|
93K
$2.44M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.01K+ 5.55% |
$45.2K - $49.7K
|
19.2K
$503K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.01K+ 1.58% |
$45.2K - $49.6K
|
64.8K
$1.7M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1KNew |
$44.8K - $49.2K
|
1K
$26.2K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
975+ 5.22% |
$43.7K - $48K
|
19.7K
$515K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
972+ 2.04% |
$43.6K - $47.9K
|
48.7K
$1.28M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
960+ 0.53% |
$43K - $47.3K
|
184K
$4.81M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
953+ 3.5% |
$42.7K - $46.9K
|
28.2K
$740K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
941+ 12.66% |
$42.2K - $46.3K
|
8.37K
$219K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
932+ 2.85% |
$41.8K - $45.9K
|
33.6K
$881K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
915+ 46.26% |
$41K - $45.1K
|
2.89K
$75.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
897+ 4.89% |
$40.2K - $44.2K
|
19.2K
$504K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
888+ 0.82% |
$39.8K - $43.7K
|
109K
$2.86M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
884+ 4.75% |
$39.6K - $43.5K
|
19.5K
$511K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
860+ 14.86% |
$38.6K - $42.3K
|
6.65K
$174K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
846New |
$37.9K - $41.7K
|
846
$22.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
842+ 3.16% |
$37.8K - $41.5K
|
27.5K
$721K
|